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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
951
Apella Capital
Connecticut
$268K – – –
T
952
TrueFG
Texas
$268K – – –
JSW
953
Journey Strategic Wealth
New Jersey
$266K +$291K +4,400 New
KWM
954
Keebeck Wealth Management
Illinois
$266K +$291K +4,403 New
GEA
955
Glen Eagle Advisors
New Jersey
$266K -$155K -2,347 -35%
UWPG
956
Ullmann Wealth Partners Group
Florida
$264K – – –
WBG
957
Wharton Business Group
Pennsylvania
$264K – – –
CA
958
Crewe Advisors
Utah
$263K +$156K +2,360 +118%
KIA
959
KCM Investment Advisors
California
$262K -$5.49K -83 -2%
MP
960
McDonald Partners
Ohio
$262K -$3.97K -60 -1%
EW
961
Evoke Wealth
California
$262K – – –
NL
962
Navalign LLC
California
$261K -$56.8K -859 -17%
RTS
963
Round Table Services
New Jersey
$261K – – –
LWM
964
Liberty Wealth Management
California
$260K +$2.25K +34 +0.8%
DWM
965
Doyle Wealth Management
Florida
$260K +$50.6K +764 +22%
OAP
966
One Advisory Partners
Kansas
$260K +$285K +4,307 New
RWG
967
Ratio Wealth Group
Colorado
$258K – – –
MSFS
968
Main Street Financial Solutions
Pennsylvania
$258K -$116K -1,756 -29%
WH
969
Willner & Heller
California
$257K +$1.85K +28 +0.7%
FPCG
970
Forum Private Client Group
Indiana
$257K +$60.6K +915 +27%
YCM
971
Yousif Capital Management
Michigan
$255K -$258K -3,900 -48%
FPCP
972
Fort Point Capital Partners
California
$255K – – –
SWM
973
Segment Wealth Management
Texas
$255K – – –
NHC
974
Nicholas Hoffman & Company
Georgia
$255K +$397 +6 +0.1%
ZF
975
Zhang Financial
Michigan
$255K +$1.32K +20 +0.5%
37 38
39
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